IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.2B
AUM Growth
-$315M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,398
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$4.1M
3
+$3.75M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.5M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$3.17M

Top Sells

1
+$16.4M
2
+$16.1M
3
+$13.6M
4
AAPL icon
Apple
AAPL
+$12M
5
BP icon
BP
BP
+$11.3M

Sector Composition

1 Technology 6.24%
2 Financials 5.45%
3 Healthcare 5.13%
4 Consumer Discretionary 4.04%
5 Industrials 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.16M 0.1%
53,827
-39,682
227
$2.14M 0.1%
39,412
+615
228
$2.1M 0.1%
31,461
-8,797
229
$2.08M 0.09%
35,375
-520
230
$2.06M 0.09%
31,580
-1,502
231
$2.06M 0.09%
38,199
-801
232
$2.06M 0.09%
20,257
-639
233
$2.03M 0.09%
37,035
-39,369
234
$2.03M 0.09%
28,746
+6,458
235
$2M 0.09%
21,775
-11,014
236
$1.97M 0.09%
27,764
-6,759
237
$1.96M 0.09%
34,437
-9,880
238
$1.95M 0.09%
32,662
-228
239
$1.92M 0.09%
26,821
-9,550
240
$1.92M 0.09%
+67,206
241
$1.91M 0.09%
47,036
-10,372
242
$1.9M 0.09%
30,085
-1,094
243
$1.89M 0.09%
114,676
-4,220
244
$1.87M 0.08%
88,930
-2,696
245
$1.86M 0.08%
18,244
+6,236
246
$1.86M 0.08%
23,176
-13,056
247
$1.85M 0.08%
34,040
+3,388
248
$1.85M 0.08%
115,489
-11,905
249
$1.83M 0.08%
95,440
-41,040
250
$1.79M 0.08%
54,680
+50
8 9
10
11 12